Run A Credit Bureau Report Test

Testing a credit bureau report helps you see what happens in Collect! when you run a credit bureau report to report a number of accounts to the credit bureau. It will show you where the finished file is placed. Also, it gives you the opportunity to go through the motions of physically sending the generated file to your credit bureau provider.

When your provider receives the test file, they, too, will treat it as a test run and let you know if it is correct. Also, they will supply you with an error report if something is not appropriate in the data set. Because you will have informed them that it is simply a test run, they will not automatically update their files with your information.

When you run through this test for credit bureau reporting, do NOT mark the contacts as done. If the file is accepted, then the accounts will still be prepared for the actual credit bureau report.

Follow the instructions for How To Run A Credit Bureau Report using only the few debtor accounts you set up in the first part of preparing for credit bureau reporting.

Keep your test data set small. If the bureau does send back an error report, it is much easier to deal with correcting the test debtors than correcting hundreds of accounts.

See Also

- Credit Bureau Reporting Topics